See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,311 | $112,881+14.6% | $90,951+42.2% | $158,922-18.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 1.88% | 215.79%-213.9pp | 134.60%-132.7pp | 302.83%-300.9pp |
| Employer contribution / active EE | $4,342 | $2,893+50.1% | $2,122+104.6% | $4,761-8.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $385 | $8,041-95.2% | $5,959-93.5% | $11,246-96.6% |